ZIM

Zacks Investment Management Portfolio holdings

AUM $12.6B
1-Year Est. Return 26.15%
This Quarter Est. Return
1 Year Est. Return
+26.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.62B
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
608
New
Increased
Reduced
Closed

Top Buys

1
+$44.2M
2
+$36.8M
3
+$29.8M
4
EL icon
Estee Lauder
EL
+$12M
5
GGG icon
Graco
GGG
+$7.13M

Top Sells

1
+$40.1M
2
+$33.4M
3
+$33.4M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$23.3M
5
IBM icon
IBM
IBM
+$17M

Sector Composition

1 Financials 19.19%
2 Technology 16.4%
3 Healthcare 12.63%
4 Consumer Staples 10.4%
5 Consumer Discretionary 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$3.59M 0.06%
293,114
+19,443
202
$3.52M 0.06%
86,307
+7,274
203
$3.48M 0.06%
32,045
+7,034
204
$3.44M 0.06%
285,745
+42,575
205
$3.43M 0.06%
+191,842
206
$3.42M 0.06%
+38,481
207
$3.4M 0.06%
332,993
-16,037
208
$3.38M 0.06%
33,320
-6,079
209
$3.36M 0.06%
65,724
+2,768
210
$3.24M 0.06%
22,347
+10,609
211
$3.2M 0.06%
+89,862
212
$3.19M 0.06%
41,172
+2,704
213
$3.19M 0.06%
43,021
+4,633
214
$3.15M 0.06%
21,841
-6,407
215
$3.12M 0.06%
17,096
+1,235
216
$3.09M 0.05%
68,249
+3,643
217
$3.08M 0.05%
90,422
-4,915
218
$3.06M 0.05%
4,892
+576
219
$3.05M 0.05%
+41,984
220
$3.05M 0.05%
87,743
+2,784
221
$2.97M 0.05%
22,551
+1,748
222
$2.95M 0.05%
12,522
-7
223
$2.93M 0.05%
23,802
+3,362
224
$2.92M 0.05%
+64,310
225
$2.9M 0.05%
+17,484
7 8
9
10 11